Filed March 2, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $149,931 |
PAYFLEX6+ years Service code 12 · EIN 91-1774434 | Claims processing | $128,909 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $24,300 |
Filed as: JONES, WALKER, WAECHTER, POITEVENT Service code 29 · EIN 72-0445111 | Legal | $13,388 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 17 · EIN 53-0181291 | Pension Consulting | $6,586 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 7.28% | 12.05%-4.8pp | 793.01%-785.7pp | 12.86%-5.6pp |
| Employer contribution / active EE | $16,356 | $21,947-25.5% | $27,004-39.4% | $13,687+19.5% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |